Keep your client staff records accurate and up to date by editing individual staff profiles. This ensures your HR records reflect current information, helping you manage reporting, payroll, and client communication effectively.
Steps to update a staff record
1. Navigate to the staff list
From your dashboard, go to Clients.
Select the relevant client profile.
Click on the Staff tab.
You will see a list of all staff members added to the platform for this client.
2. Access the staff member's profile
Click the name of the staff member you want to update.
This opens the Staff Member profile, where all information added through the Add Staff feature is displayed.
3. Edit staff profile information
In the upper right-hand corner of the profile, click the three dots (⋯) and select Edit.
Update any of the following fields as needed:
Staff Name
Phone Number
Work Email
Personal Email
Role
Department
Supervisor/Manager
Start Date
Classification
Status
Job Level
Rate of Pay
Pay Frequency
Time Off Balance
PTO Accrual
Click Confirm to save your changes.
4. Edit work location
In the Location section of the Staff profile, click Edit on the right-hand side.
You can either:
Edit the existing address, or
Click the + button to add a new location.
Set the primary work location to where the staff member primarily performs their work.
Pro-Tip for updating multiple staff records
Note: If you track Time Off and PTO Accruals, it may be faster to update these fields for multiple staff by editing your client CSV file and re-uploading it.
Re-uploading the Staff list allows you to batch update Time Off and PTO balances.
Staff records are matched based on first and last name, so existing notes and custom information will remain intact.
Keeping staff records current supports better decision-making, accurate reporting, and a smoother client experience.